[UX] Optimization of forms in 'Items'

Within the Items module, we have optimized the forms, group settings, and standard views of lists wherever possible. Below you can see which adjustments have been implemented per form, tab, and/or group.

 

Form: Items (8200)

 

General

• The 'Process Units' section is expanded by default.
• Added fields: BOMs

 

Sales

• The 'Usage Sales' section has been removed.

 

Purchasing

• The 'Usage Purchasing' section has been removed.

 

Purchasing

• Added fields: Order Quantity

 

Production

• The 'Usage Production' section has been removed.

 

BOMs

• Removed buttons: BOM, BOM Revision

 

Usage

• The 'Batches' section has been removed.
• A section is only visible if it contains data.
• Subsections are always visible.

 

Sales

• The 'Sales Order Packing Slip Lines' section is now above the 'Sales Invoice Lines' section.

 

Sales Quote Lines

• Added fields: Sales Quote Line, Discount Percentage
• Removed fields: Total Price

Sales Quote Lines (historical)

• Added fields: Sales Quote Line, Discount Percentage
• Removed fields: Total Price

Sales Order Lines

• Added fields: Sales Order Line, Debtor Name, Description, Gross, Discount Percentage, Status
• Removed fields: Total Price

Sales Order Lines (historical)

• Added fields: Sales Order Line, Debtor Name, Description, Gross, Discount Percentage, Delivery Date, Status
• Removed fields: Total Price

Sales Invoice Lines

• Added fields: Invoice Line, Invoice Date, Debtor, Gross, Discount Percentage, Net ac
• Removed fields: Gross ac, Total Amount

 

Calculation

 

Materials

• Added fields: Material
• Removed fields: Net Price

 

Purchasing

 

Purchase Order Lines

• Added fields: Purchase Order Line, Creditor Name, Description, Discount Percentage, Net, Status
• Removed fields: Total Price, Currency

Purchase Order Lines (historical)

• Added fields: Purchase Order Line, Creditor Name, Description, Discount Percentage, Net, Status
• Removed fields: Total Price, Currency

Purchase Invoice Lines

• Added fields: Purchase Invoice Line, Invoice Date, Amount
• Removed fields: Amount ac, Total Amount ac

 

Production

 

Assemblies

• Added fields: Total Quantity
• Removed fields: Sales Order, Planned Date

Sub-assemblies

• Removed fields: Planned Date, Production Quantity

Materials PC

• Added fields: Material
• Removed fields: Required Date, Net Price

Materials AC

• Added fields: Material AC
• Removed fields: Booking Date, Net Price

BOMs

 

Assemblies

• Added fields: Total Quantity

Sub-assemblies

• Added fields: Total Quantity

Materials

• Added fields: Material
• Removed fields: Booking Date, Net Price

 

Standard Views If you wish to preserve the current standard views, you must save them as your own view before updating to this version. Refer to the article How to set your own views. To restore fields or filters, consult the overview article Creating/adjusting views.